EDITable
  • Introduction to EDITable
    • Why EDITable?
    • Supported Database Connections
  • Get Started
    • EDITable Pre-requisites
      • Admin consent for EDITable's Entra ID
        • Basic consent
        • Full admin consent
    • Install EDITable
    • Add EDITable visual
  • Getting Data into EDITable
    • Connect to Data
      • Get data
      • Assign fields
      • Configuration Steps
        • Configure source
        • Configure Columns
        • Configure Type 2 SCDs (Optional)
    • Create a Table
      • Create From Scratch
      • Use Existing Table
      • Import Data
  • Working with EDITable
    • EDITable interface
    • Manage Columns
      • General
      • Constraints
      • Lookup and Relation
      • Display
      • Import/Export Configuration
      • Add Database Column
      • Insert Column
    • Column Access Control
    • Row Identification
    • Table Operations (Insert/Update/Delete)
      • Edit data
      • Bulk Edit
      • Find and Replace
      • Insert rows
      • Insert Column
      • Import rows
      • Delete rows
      • Duplicate rows
      • Copy rows
      • Preview Changes
      • Reset Changes
    • Explore data
      • Search and filter
      • Sort and reorder
      • Show/Hide columns
      • Pin columns
      • Group Rows By
      • Summarize Column
    • Basic formatting
    • Conditional Formatting
  • Row Access Control
  • Approval Workflow
    • Review Changes - Workflow process
  • Type 2 SCDs
    • Configuring Type 2 SCDs in EDITable
  • Audit logs
  • Webhook
  • Display Settings
  • Commenting and Collaboration
    • Assign users & task status
    • View all comments & track changes
    • Comment Settings
  • Admin Portal & EDITable Console
    • Tables
    • Transaction Logs
    • Insights (Metrics)
    • Utility
      • Download Report
      • Pipeline
        • Power BI & EDITable deployment pipelines
        • Deployment in different destinations
        • Trigger deployment pipeline from external applications
        • Logs & other pipeline options
    • Manage Profile
    • Admin Portal
      • User Management
      • Settings
        • General Settings
        • Writeback Settings
          • Settings
          • EDITable managed DB
        • API token
    • Onboarding Actions
  • Formula and Functions
    • Conditional statements
      • IF
      • IFNA
      • SWITCH
    • Logical functions
      • AND
      • IN
      • ISBLANK
      • ISEMPTY
      • ISNUMBER
      • NOT
      • OR
      • XOR
    • Math functions
      • ABS
      • AVERAGE
      • AVERAGEIF
      • AVERAGEEXNEG
      • AVERAGEEXZERO
      • AVERAGEEXZERONEG
      • CEILING
      • COUNT
      • COUNTIF
      • DIVIDE
      • EVEN
      • EXP
      • FLOOR
      • LOG
      • MAX
      • MIN
      • PCT
      • POWER
    • Text formatting functions
    • Date functions
      • DATE
      • DATE.FORMAT
    • Other operators
  • Keyboard Shortcuts
  • Release Notes
    • EDITable - v1.7.5
    • EDITable - v1.7
    • EDITable - v1.6.5
    • EDITable - v1.6
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  1. Getting Data into EDITable
  2. Connect to Data

Assign fields

PreviousGet dataNextConfiguration Steps

Last updated 7 months ago

The next step after connecting to data is to assign the required columns to the data fields, as shown below:

You can see the EDITable table getting populated as and when you start assigning the fields one by one.

Assign unique fields in the Primary Keys field.

Sign In

If you are not already signed in to the visual, click Sign in. This is an important step that connects your visual to your EDITable workspace. You also need to sign in to configure the source, columns and other details for your data.

Log in with your Microsoft Office 365 account. After confirming the pop-up by clicking OK, verify the code to log in.

After signing in, you will see three steps as shown in the image below. Clicking on the links beside each step will take you through the configuration process. Configuring your source and columns is essential before starting to work on your data through EDITable.

Let us now look at the configuration steps.

Assign data fields
Sign in
Log in with O365 account
Configuration steps